Candriam S.C.A. Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About Candriam S.C.A.Investment ActivityCandriam S.C.A. has $15.64 billion in total holdings as of March 31, 2024.Candriam S.C.A. owns shares of 695 different stocks, but just 144 companies or ETFs make up 80% of its holdings.Approximately 10.77% of the portfolio was purchased this quarter.About 11.41% of the portfolio was sold this quarter.This quarter, Candriam S.C.A. has purchased 704 new stocks and bought additional shares in 362 stocks.Candriam S.C.A. sold shares of 233 stocks and completely divested from 62 stocks this quarter.Largest Holdings Microsoft $1,034,924,107Apple $647,290,898NVIDIA $619,642,494Alphabet $461,198,926Merck & Co., Inc. $326,355,898 Largest New Holdings this Quarter Altair Engineering $37,453,626 HoldingWilliams-Sonoma $22,195,982 Holdingargenx $15,021,599 HoldingSL Green Realty $8,702,877 HoldingMedpace $8,206,670 Holding Largest Purchases this Quarter NVIDIA 88,669 shares (about $80.12M)Salesforce 183,051 shares (about $55.13M)Micron Technology 456,174 shares (about $53.78M)Apple 291,542 shares (about $49.99M)Applied Materials 234,092 shares (about $48.28M) Largest Sales this Quarter Merck & Co., Inc. 556,959 shares (about $73.49M)ANSYS 153,869 shares (about $53.42M)Adobe 102,521 shares (about $51.73M)TJX Companies 407,981 shares (about $41.38M)Thermo Fisher Scientific 68,180 shares (about $39.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCandriam S.C.A. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,034,924,107$18,942,919 ▲1.9%2,459,8886.6%Computer and TechnologyAAPLApple$647,290,898$49,993,624 ▲8.4%3,774,7314.1%Computer and TechnologyNVDANVIDIA$619,642,494$80,117,764 ▲14.8%685,7794.0%Computer and TechnologyGOOGLAlphabet$461,198,926$28,247,758 ▼-5.8%3,055,7142.9%Computer and TechnologyMRKMerck & Co., Inc.$326,355,898$73,490,741 ▼-18.4%2,473,3302.1%MedicalLLYEli Lilly and Company$319,381,372$25,692,130 ▲8.7%410,5372.0%MedicalTMOThermo Fisher Scientific$248,227,239$39,626,898 ▼-13.8%427,0871.6%MedicalAMZNAmazon.com$225,064,455$29,645,633 ▲15.2%1,247,7241.4%Retail/WholesaleVVisa$220,976,668$6,095,386 ▲2.8%791,8041.4%Business ServicesREGNRegeneron Pharmaceuticals$209,602,409$22,952,499 ▼-9.9%217,7711.3%MedicalAMGNAmgen$195,714,518$20,204,064 ▼-9.4%688,3601.3%MedicalUNHUnitedHealth Group$194,096,540$23,842,562 ▼-10.9%392,3521.2%MedicalMAMastercard$189,600,376$13,685,257 ▲7.8%393,7131.2%Business ServicesCRMSalesforce$180,819,743$55,131,302 ▲43.9%600,3711.2%Computer and TechnologyPGProcter & Gamble$171,256,017$3,173,123 ▲1.9%1,055,5071.1%Consumer StaplesGILDGilead Sciences$167,385,701$3,288,339 ▲2.0%2,285,1291.1%MedicalVRTXVertex Pharmaceuticals$162,433,670$19,438,301 ▲13.6%388,5881.0%MedicalAMDAdvanced Micro Devices$146,088,429$20,063,991 ▼-12.1%809,3990.9%Computer and TechnologyGOOGAlphabet$144,788,459$2,633,794 ▼-1.8%950,9290.9%Computer and TechnologyWMWaste Management$136,372,519$3,621,205 ▼-2.6%639,7960.9%Business ServicesNOWServiceNow$130,459,600$12,100,050 ▼-8.5%171,1170.8%Computer and TechnologyAMATApplied Materials$129,096,891$48,276,795 ▲59.7%625,9850.8%Computer and TechnologyDHRDanaher$128,236,718$28,665,859 ▼-18.3%513,5220.8%Multi-Sector ConglomeratesAVGOBroadcom$121,913,863$402,925 ▼-0.3%91,9820.8%Computer and TechnologyMUMicron Technology$118,325,840$53,778,353 ▲83.3%1,003,6970.8%Computer and TechnologyHDHome Depot$117,372,788$3,576,303 ▲3.1%305,9770.8%Retail/WholesaleLRCXLam Research$114,677,322$34,123,482 ▲42.4%118,0330.7%Computer and TechnologyEMREmerson Electric$110,876,783$1,584,251 ▲1.4%977,5770.7%Industrial ProductsCDNSCadence Design Systems$109,009,637$2,806,501 ▲2.6%350,1980.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$107,448,208$28,210,920 ▲35.6%789,7700.7%Computer and TechnologyHOLXHologic$106,954,649$2,952,969 ▲2.8%1,371,9170.7%MedicalISRGIntuitive Surgical$102,592,869$20,488,083 ▼-16.6%257,0670.7%MedicalJPMJPMorgan Chase & Co.$97,387,863$931,996 ▼-0.9%486,2100.6%FinanceECLEcolab$83,975,559$13,919,806 ▲19.9%363,6880.5%Basic MaterialsINCYIncyte$83,962,215$24,696,951 ▲41.7%1,473,7970.5%MedicalPANWPalo Alto Networks$82,971,926$30,230,863 ▼-26.7%292,0210.5%Computer and TechnologyMELIMercadoLibre$80,179,239$2,432,744 ▲3.1%53,0300.5%Retail/WholesaleAXPAmerican Express$78,238,159$6,071,126 ▼-7.2%343,6170.5%FinancePTCPTC$78,144,262$22,846,625 ▼-22.6%413,5930.5%Computer and TechnologyWCNWaste Connections$77,005,648$18,887,019 ▼-19.7%447,6410.5%Business ServicesCSCOCisco Systems$76,377,626$33,155,464 ▼-30.3%1,530,3070.5%Computer and TechnologyTSLATesla$76,001,581$9,651,223 ▲14.5%432,3430.5%Auto/Tires/TrucksMETAMeta Platforms$75,604,320$7,135,112 ▲10.4%155,6990.5%Computer and TechnologyIQVIQVIA$72,610,030$11,058,627 ▲18.0%287,1210.5%MedicalADBEAdobe$70,103,578$51,732,100 ▼-42.5%138,9290.4%Computer and TechnologyCRWDCrowdStrike$69,053,804$13,031,663 ▲23.3%215,3960.4%Computer and TechnologyPEPPepsiCo$68,634,048$11,433,408 ▼-14.3%392,1720.4%Consumer StaplesNKENIKE$68,633,220$2,804,457 ▲4.3%730,2960.4%Consumer DiscretionarySYKStryker$68,351,380$995,952 ▲1.5%190,9950.4%MedicalTRMBTrimble$67,863,501$3,181,315 ▼-4.5%1,054,4360.4%Computer and TechnologyONOnsemi$66,593,349$20,431,382 ▲44.3%905,4160.4%Computer and TechnologySBUXStarbucks$64,592,532$16,600,536 ▲34.6%706,7790.4%Retail/WholesaleEQIXEquinix$63,862,388$7,290,966 ▼-10.2%77,3780.4%FinanceBACBank of America$62,388,303$8,937,669 ▼-12.5%1,645,2610.4%FinanceLOWLowe's Companies$61,343,065$19,359 ▲0.0%240,8160.4%Retail/WholesaleMCKMcKesson$60,688,745$34,827,607 ▲134.7%113,0460.4%MedicalCOSTCostco Wholesale$60,096,907$12,363,864 ▼-17.1%82,0290.4%Retail/WholesaleEDConsolidated Edison$59,835,437$11,189,881 ▼-15.8%658,9080.4%UtilitiesBDXBecton, Dickinson and Company$58,854,745$35,983,684 ▲157.3%237,8450.4%MedicalDISWalt Disney$58,636,262$14,988,000 ▲34.3%479,2110.4%Consumer DiscretionaryTTEKTetra Tech$57,804,994$4,170,013 ▲7.8%312,9500.4%Industrial ProductsBIIBBiogen$57,582,266$17,629,262 ▲44.1%267,0420.4%MedicalSPGIS&P Global$57,574,446$14,336,814 ▼-19.9%135,3260.4%Business ServicesVEEVVeeva Systems$56,495,985$2,011,533 ▲3.7%243,8430.4%Computer and TechnologyCMCSAComcast$55,756,644$2,892,182 ▲5.5%1,286,1970.4%Consumer DiscretionaryQCOMQUALCOMM$55,330,118$11,448,912 ▲26.1%326,8170.4%Computer and TechnologyZTSZoetis$52,674,565$16,942,151 ▲47.4%311,2970.3%MedicalHLTHilton Worldwide$52,510,532$267,064 ▼-0.5%246,1700.3%Consumer DiscretionaryADSKAutodesk$52,324,889$29,439,700 ▼-36.0%200,9250.3%Computer and TechnologyMRVLMarvell Technology$50,556,578$27,891,068 ▼-35.6%713,2700.3%Business ServicesBALLBall$50,345,875$6,377,308 ▼-11.2%747,4150.3%Industrial ProductsROKRockwell Automation$50,329,879$13,236,287 ▼-20.8%172,7590.3%Industrial ProductsALNYAlnylam Pharmaceuticals$47,360,406$9,940,517 ▲26.6%316,8980.3%MedicalMRNAModerna$47,104,315$8,418,347 ▲21.8%442,0450.3%MedicalKEYSKeysight Technologies$46,679,900$468,671 ▲1.0%298,5030.3%Computer and TechnologyBKBank of New York Mellon$44,985,726$1,500,022 ▼-3.2%780,7310.3%FinanceABBVAbbVie$44,520,901$4,340,171 ▲10.8%244,4860.3%MedicalAPDAir Products and Chemicals$44,278,721$8,681,988 ▼-16.4%182,7660.3%Basic MaterialsNEENextEra Energy$43,764,613$9,380,135 ▼-17.7%684,7850.3%UtilitiesNBIXNeurocrine Biosciences$43,539,137$7,477,333 ▼-14.7%315,6840.3%MedicalJNJJohnson & Johnson$43,264,807$5,335,907 ▼-11.0%273,4990.3%MedicalKROSKeros Therapeutics$43,162,334$11,059,571 ▼-20.4%651,9990.3%MedicalAWKAmerican Water Works$42,943,375$14,090,325 ▼-24.7%351,3900.3%UtilitiesMCDMcDonald's$42,749,541$13,313,961 ▼-23.7%151,6210.3%Retail/WholesalePGRProgressive$42,337,711$12,022,034 ▲39.7%204,7080.3%FinanceELVElevance Health$41,148,745$15,176,111 ▲58.4%79,3550.3%MedicalTJXTJX Companies$40,952,382$41,377,433 ▼-50.3%403,7900.3%Retail/WholesaleSLBSchlumberger$40,722,076$3,863,173 ▲10.5%742,9680.3%Oils/EnergyINTCIntel$40,715,600$13,210,851 ▲48.0%921,7930.3%Computer and TechnologyVIPSVipshop$40,642,249$21,440,246 ▼-34.5%2,115,4010.3%Computer and TechnologyELEstée Lauder Companies$40,199,853$16,437,014 ▲69.2%260,7840.3%Consumer StaplesBMYBristol-Myers Squibb$39,594,735$7,128,480 ▲22.0%730,1260.3%MedicalIONSIonis Pharmaceuticals$39,530,735$12,260,681 ▲45.0%911,8970.3%MedicalCTASCintas$38,854,299$5,275,704 ▲15.7%56,5540.2%Industrial ProductsADPAutomatic Data Processing$38,317,361$18,117,889 ▼-32.1%153,4290.2%Business ServicesMDLZMondelez International$37,610,160$3,576,160 ▼-8.7%537,2880.2%Consumer StaplesALTRAltair Engineering$37,453,626$37,453,626 ▲New Holding434,7490.2%ConstructionPHParker-Hannifin$37,120,663$471,866 ▼-1.3%66,7890.2%Industrial ProductsSNPSSynopsys$37,078,924$13,029,058 ▼-26.0%64,8800.2%Computer and TechnologyPFEPfizer$36,301,497$11,831,796 ▲48.4%1,308,1620.2%MedicalShowing largest 100 holdings. 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